Titelia

Fund shareholders of Merchants Bancorp/IN

ISIN US58844R1086 · United States · LEI 54930008Y0GPVLF81889

Fund shareholders
210
Of which ETFs
57 153 other funds
Value held
≈ 476.3M $ 476.1M $ · 192.8K €
FundSharesValueWeight in fund
iShares Core S&P Small-Cap ETF iShares Trust 1,761,96175.6M $0.08 %as of Mar 31, 2026 ↗
Nomura Small Cap Value Fund Delaware Group Equity Funds V 721,93330.5M $0.84 %as of Feb 27, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 648,29027.8M $0.00 %as of Mar 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 638,67727.4M $0.04 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 594,09125.1M $0.11 %as of Feb 28, 2026 ↗
Nomura VIP Small Cap Value Series Delaware VIP Trust 355,15015.2M $0.88 %as of Mar 31, 2026 ↗
Royce Small-Cap Total Return Fund ROYCE FUND 340,06214.6M $1.72 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 327,85214.1M $0.02 %as of Mar 31, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 286,81812.3M $0.16 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 269,56511.6M $0.08 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 256,58311.9M $0.04 %as of Apr 30, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 224,5959.6M $0.08 %as of Mar 31, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 209,7659.8M $0.07 %as of Apr 30, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 209,4119.7M $0.06 %as of Apr 30, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 195,5989.1M $0.05 %as of Apr 30, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 181,7068.5M $0.11 %as of Apr 30, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 175,0718.1M $0.04 %as of Apr 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 154,5936.5M $0.02 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 152,8446.6M $0.16 %as of Mar 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 146,7676.8M $0.05 %as of Apr 30, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 142,8376M $0.03 %as of Feb 28, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 139,9016.5M $0.09 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 128,5295.4M $0.04 %as of Feb 28, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 117,4595M $0.05 %as of Mar 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 100,5964.3M $0.08 %as of Feb 28, 2026 ↗
BALLAST SMALL/MID CAP ETF Unified Series Trust 94,1334M $2.50 %as of Mar 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 92,0634.3M $0.01 %as of Apr 30, 2026 ↗
Royce Small-Cap Fund ROYCE FUND 88,7683.8M $0.21 %as of Mar 31, 2026 ↗
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 75,9003.3M $0.39 %as of Mar 31, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 64,7183M $0.25 %as of Apr 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 64,6052.7M $0.16 %as of Feb 28, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 56,8432.6M $0.04 %as of Apr 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 56,2372.4M $0.00 %as of Feb 28, 2026 ↗
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 54,7512.5M $0.12 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 48,4012.3M $0.01 %as of Apr 30, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 47,5732.2M $0.18 %as of Apr 30, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 46,7482M $0.08 %as of Feb 28, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 46,7202.2M $0.06 %as of Apr 30, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 45,4191.9M $0.08 %as of Feb 28, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 45,2841.9M $0.08 %as of Mar 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 43,5351.9M $0.04 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 43,2531.8M $0.00 %as of Feb 28, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 38,7091.7M $0.09 %as of Mar 31, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 37,6811.6M $0.08 %as of Mar 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 37,0091.6M $0.00 %as of Mar 31, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 35,9001.5M $0.24 %as of Mar 31, 2026 ↗
DWS Global Small Cap Fund DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. 35,4371.6M $0.82 %as of Apr 30, 2026 ↗
Small Cap Value Fund Northern Funds 34,5391.5M $0.24 %as of Mar 31, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 34,4331.5M $0.01 %as of Feb 28, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 34,3071.6M $0.01 %as of Apr 30, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 32,1291.4M $0.08 %as of Mar 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 30,3471.4M $0.04 %as of Apr 30, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 29,4681.2M $0.09 %as of Feb 28, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 29,2851.2M $0.01 %as of Feb 28, 2026 ↗
Invesco S&P Smallcap 600 Pure Value ETF Invesco Exchange-Traded Fund Trust 29,2021.4M $0.51 %as of Apr 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 26,6541.1M $0.03 %as of Mar 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 26,3201.2M $0.04 %as of Apr 30, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 26,2001.1M $0.09 %as of Feb 28, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 26,1821.1M $0.14 %as of Feb 28, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 25,0501.1M $0.08 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 23,5121.1M $0.00 %as of Apr 30, 2026 ↗
JAMES MICRO CAP FUND JAMES ADVANTAGE FUNDS 23,196995.3K $3.47 %as of Mar 31, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 23,0861.1M $0.08 %as of Apr 30, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 21,892939.4K $0.08 %as of Mar 31, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 20,488866.2K $0.10 %as of Feb 28, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 19,605841.3K $0.08 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 19,120808.4K $0.07 %as of Feb 28, 2026 ↗
WisdomTree U.S. SmallCap Quality Dividend Growth Fund WisdomTree Trust 18,136778.2K $0.22 %as of Mar 31, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 17,904757K $0.01 %as of Feb 28, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 17,882756.1K $0.00 %as of Feb 28, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 17,814764.4K $0.04 %as of Mar 31, 2026 ↗
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 17,800763.8K $0.13 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 17,502814.5K $0.00 %as of Apr 30, 2026 ↗
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 16,205695.4K $0.96 %as of Mar 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 15,633727.6K $0.00 %as of Apr 30, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 15,041700K $0.01 %as of Apr 30, 2026 ↗
First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 14,993697.8K $0.38 %as of Apr 30, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 14,866628.5K $0.01 %as of Feb 28, 2026 ↗
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 14,551677.2K $0.08 %as of Apr 30, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 14,510622.6K $0.04 %as of Mar 31, 2026 ↗
Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV 14,280603.8K $0.23 %as of Feb 28, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 14,153658.7K $0.00 %as of Apr 30, 2026 ↗
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 14,138606.7K $0.07 %as of Mar 31, 2026 ↗
DWS Global Small Cap VIP DEUTSCHE DWS VARIABLE SERIES I 14,068603.7K $0.86 %as of Mar 31, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 13,888646.3K $0.08 %as of Apr 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 12,312528.3K $0.00 %as of Mar 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 12,134520.7K $0.00 %as of Mar 31, 2026 ↗
Small Cap Index Fund Northern Funds 11,886510K $0.04 %as of Mar 31, 2026 ↗
Royce SMid-Cap Total Return Fund ROYCE FUND 11,687501.5K $1.63 %as of Mar 31, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 11,622540.9K $0.09 %as of Apr 30, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 11,476534.1K $0.00 %as of Apr 30, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 11,464491.9K $0.01 %as of Mar 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 11,212521.8K $0.04 %as of Apr 30, 2026 ↗
Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds 11,051514.3K $0.08 %as of Apr 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 10,662496.2K $0.01 %as of Apr 30, 2026 ↗
Small Cap Index Fund VALIC Co I 10,590447.7K $0.04 %as of Feb 28, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 10,301479.4K $0.02 %as of Apr 30, 2026 ↗
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 10,225438.8K $0.08 %as of Mar 31, 2026 ↗
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 10,049431.2K $0.08 %as of Mar 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 9,410403.8K $0.02 %as of Mar 31, 2026 ↗

Download this table: CSV, JSON

Report an error

The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
JAMES MICRO CAP FUND JAMES ADVANTAGE FUNDS 3.47 %as of Mar 31, 2026 ↗
BALLAST SMALL/MID CAP ETF Unified Series Trust 2.50 %as of Mar 31, 2026 ↗
Wasatch Global Small Cap Value Fund WASATCH FUNDS TRUST 1.72 %as of Mar 31, 2026 ↗
Royce Small-Cap Total Return Fund ROYCE FUND 1.72 %as of Mar 31, 2026 ↗
Royce SMid-Cap Total Return Fund ROYCE FUND 1.63 %as of Mar 31, 2026 ↗
GVC GAESCO ZEBRA US SMALL CAPS LOW POPULARITY, FI GVC GAESCO GESTIÓN, SGIIC, S.A. 1.47 %as of Dec 31, 2025 ↗
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 0.96 %as of Mar 31, 2026 ↗
Nomura VIP Small Cap Value Series Delaware VIP Trust 0.88 %as of Mar 31, 2026 ↗
DWS Global Small Cap VIP DEUTSCHE DWS VARIABLE SERIES I 0.86 %as of Mar 31, 2026 ↗
Nomura Small Cap Value Fund Delaware Group Equity Funds V 0.84 %as of Feb 27, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2209+3310,928,984+39.1 %
2026Q1176-137,858,414-1.2 %
2025Q4189-77,953,271-2.5 %
2025Q3196-138,159,538+6.6 %
2025Q2209+17,655,804+15.2 %
2025Q1208-166,647,735-3.7 %
2024Q4224+66,902,543+8.7 %
2024Q3218+206,352,380+13.4 %
2024Q2198+135,602,586+3.8 %
2024Q1185-15,397,995+11.9 %
2023Q41864,824,566

Institutional managers

169 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
Elser Financial Planning, Inc26,983,1011.2B $as of Mar 31, 2026
BlackRock, Inc.4,050,918173.8M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP1,758,98575.5M $as of Mar 31, 2026
Doma Perpetual Capital Management LLC1,115,59447.9M $as of Mar 31, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.1,093,00446.9M $as of Mar 31, 2026
STATE STREET CORP1,034,63244.5M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC742,63531.9M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC725,43531.1M $as of Mar 31, 2026
ROYCE & ASSOCIATES LP567,26724.3M $as of Mar 31, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC302,40813M $as of Mar 31, 2026
MORGAN STANLEY298,06012.8M $as of Mar 31, 2026
NORTHERN TRUST CORP287,09312.3M $as of Mar 31, 2026
BANC FUNDS CO LLC281,06212.1M $as of Mar 31, 2026
BASSWOOD CAPITAL MANAGEMENT, L.L.C.273,74711.7M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC248,08210.6M $as of Mar 31, 2026
Bank of New York Mellon Corp236,14610.1M $as of Mar 31, 2026
Valeo Financial Advisors, LLC235,10010.1M $as of Mar 31, 2026
ROYAL BANK OF CANADA212,8529.1M $as of Mar 31, 2026
DENALI ADVISORS LLC194,7108.4M $as of Mar 31, 2026
Invesco Ltd.155,0676.7M $as of Mar 31, 2026
PRINCIPAL FINANCIAL GROUP INC142,6166.1M $as of Mar 31, 2026
Ballast Asset Management, LP136,5865.9M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC126,5615.4M $as of Mar 31, 2026
FIRST TRUST ADVISORS LP116,3555M $as of Mar 31, 2026
SEI INVESTMENTS CO108,9754.7M $as of Mar 31, 2026

Declared shareholders of Merchants Bancorp/IN

There are 3 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Michael F. Petrie and 4 others27.40 %12,575,375as of Feb 26, 2026 · SCHEDULE 13G
BlackRock, Inc. 8.80 %4,033,647as of Mar 31, 2026 · SCHEDULE 13G
Randall D. Rogers and 4 others8.30 %3,775,767as of Feb 9, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Fund shareholders of Merchants Bancorp/IN". https://titelia.com/en/stocks/merchants-bancorp-in-US58844R1086